#报告 瑞银：加剧投资者紧张情绪的叙事是事实还是虚构？ https://t.co/RWpCf2k4FnNone (@None):None ...

#行情 越南股指周一大跌4.5%。VN30指数成分股中21只下跌，仅3只上涨。Vingroup集团股票（如VHM跌4.14%、VIC跌3.97%、VRE跌3.78%）和银行股成为拖累指数的主要力量。近期外资对越南股指转为净卖出，上周五净卖超10亿美元。 https://t.co/YtuKvxCd6I ...

US-China Trade Relations - Media reports indicate the US is prioritizing rare earths, fentanyl, and soybeans in upcoming trade negotiations with China [1] - China's stance on trade issues with the US remains consistent and clear [1] - China believes that tariff and trade wars are not in the interest of either party [1] - China advocates for resolving trade issues through consultation on the basis of equality, respect, and mutual benefit [1]

Political Landscape - Japan 維新 Association's joint leader, Fujita Fumitake, will vote for Liberal Democratic Party (LDP) leader Takaichi Sanae in the upcoming prime minister nomination election [1] - A coalition agreement between the LDP and Japan 維新 Association includes deadlines or specific action plans for most conditions [1] - Takaichi Sanae and 維新 Association's Yoshimura Hirofumi will hold a party leaders' meeting to sign an agreement, formally establishing a coalition government [1] - Takaichi Sanae becoming Japan's first female prime minister is "basically a foregone conclusion" [1] - The combined seats of the LDP and Japan 維新 Association in the House of Representatives will still be less than half, potentially hindering policy implementation [1] - Negotiations between the LDP and Japan 維新 Association regarding the establishment of a coalition government are ongoing [1] - 維新 Association submitted a document outlining 12 policies for the LDP to implement, with significant disagreements on issues such as "reducing the number of Diet members" [1] - 維新 Association leader Yoshimura Hirofumi stated that they will not form a coalition if an agreement cannot be reached [1] - Takaichi Sanae estimates the probability of forming a coalition government with 維新 Association at 50% [1]

#观察 根据商务部官网信息，李成钢仍为国际贸易谈判代表（正部长级）兼商务部副部长。此次免去的是常驻WTO代表职务，应该更多与多边体系中的岗位轮换有关，而与双边谈判无关。 https://t.co/SRAeuQHur6外汇交易员 (@myfxtrader):#新闻 中华人民共和国主席习近平根据全国人民代表大会常务委员会的决定任免下列驻外大使：中国决定免去李成钢的中国常驻世界贸易组织代表、特命全权大使职务。任命李詠箑（女）为中华人民共和国常驻世界贸易组织代表、特命全权大使，兼常驻联合国日内瓦办事处和瑞士其他国际组织副代表。（新华社） https://t.co/fzRULznn9N ...

New Feature Introduction - X is launching a "Handle Marketplace" for Premium Plus and Premium Business subscribers, allowing them to acquire usernames that are "long-term unused" by others for a fee [1] - The Handle Marketplace is described as an industry-first solution for redistributing unused handles [1] Handle Categories and Pricing - Handles are categorized into two types: Priority Handles (free, including "real names," "multi-word phrases," or "alphanumeric combinations") and Rare Handles (paid, ranging from $2,500 to $1 million) [1] - Rare Handles will be revoked if the user cancels or downgrades their X subscription [1] Eligibility - Eligible Premium subscribers can search and request handles, with both complimentary and paid options available [2]

#四中全会 中国共产党第二十届中央委员会第四次全体会议20日上午在北京开始举行。中央委员会总书记习近平代表中央政治局向全会作工作报告，并就《中共中央关于制定国民经济和社会发展第十五个五年规划的建议（讨论稿）》向全会作了说明。（新华社）外汇交易员 (@myfxtrader):四中全会将于10月20日至23日召开新华社：中共中央政治局9月29日召开会议，研究制定国民经济和社会发展第十五个五年规划重大问题。会议决定，中国共产党第二十届中央委员会第四次全体会议于10月20日至23日在北京召开。 ...

统计局： 1—9月份，全国固定资产投资（不含农户）371535亿元，同比下降0.5%（逾5年来首次转负）。 其中，采矿业投资增长3.7%，制造业投资增长4.0%，电力、热力、燃气及水生产和供应业投资增长15.3%。东部地区投资同比下降4.5%，中部地区投资增长1.5%，西部地区投资增长1.5%，东北地区投资下降8.4%。（前值分别为下降3.5%、增长2.5%、增长2.3%、下降6.0%）内资企业固定资产投资同比增长0.6%，港澳台企业固定资产投资下降0.3%，外商企业固定资产投资下降12.6%。（前值分别为增长0.5、2.3%、下降15.4%） ...

Real Estate Market Overview - China's new commercial housing sales area from January to September decreased by 5.5% year-on-year to 658.35 million square meters [1] - The decline in sales area widened by 0.8 percentage points compared to January-August [1] - New commercial housing sales amounted to 6.304 trillion yuan, a 7.9% year-on-year decrease [1] - The decline in sales amount widened by 0.6 percentage points compared to January-August [1] Investment and Funding - National real estate development investment totaled 6.7706 trillion yuan, a 13.9% year-on-year decrease [1] - The decline in investment widened by 1 percentage point compared to January-August [1] - Real estate development enterprises' funds到位资金 reached 7.2299 trillion yuan, an 8.4% year-on-year decrease [1] - The decline in funds widened by 0.4 percentage points compared to January-August [1] Market Sentiment - The real estate development climate index stood at 92.78 [1]

Industrial Production - China's industrial production grew 6.5% year-over-year in September [1] - State-holding enterprises increased by 6.5% year-over-year [1] - Joint-stock enterprises increased by 6.8% year-over-year [1] - Enterprises with foreign and Hong Kong, Macao, and Taiwan investments increased by 5.8% year-over-year [1] - Private enterprises increased by 4.6% year-over-year [1] Output of Key Products - Steel production reached 124210000 tons, a 5.1% year-over-year increase [1] - Cement production reached 154440000 tons, an 8.6% year-over-year decrease [1] - Ten types of nonferrous metals reached 6950000 tons, a 2.9% year-over-year increase [1] - Ethylene production reached 2990000 tons, a 5.3% year-over-year increase [1] - Automobile production reached 3227000 vehicles, a 13.7% year-over-year increase, with new energy vehicles at 1580000 vehicles, a 20.3% year-over-year increase [1] - Electricity generation reached 826200000000 kilowatt-hours, a 1.5% year-over-year increase [1] - Crude oil processing volume reached 62690000 tons, a 6.8% year-over-year increase [2]